UBS

Funds management

The firm has reduced management fees to 0.29% across its UBS Tactical Beta Fund range....

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Funds management

Long-term fundamentals remain attractive for China, says UBS, despite the noise and volatility surrounding the US/China trade wars. ...

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Financial planning

Financial advisers have expressed concern and anger at product manufacturers who have written to advice clients informing them how to switch off grandfathered commissions...

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Financial planning

A new investment bank report has painted a gloomy picture of the Australian wealth management industry in which recent fee cuts will not be enough to avert significant pr...

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People & Products

Former UBS small cap trio, Stephen Wood, Victor Gomes and David Haddad, have joined Fidante Partners....

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Superannuation

UBS has announced it has selected Morningstar Australasia to deliver market commentary feeds for its platform for super funds....

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Funds management

UBS Asset Management has announced two new partnerships with CBRE Clarion and Yarra Capital Management....

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People & Products

Former UBS chief economist, Scott Haslmen has been appointed chief investment officer at Crestone Wealth Management....

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Funds management

Celeste Funds Management has appointed Martin Byers, a former UBS executive director and head of emerging companies research, as its senior analyst....

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People & Products

Former Lazard staffer, Ben Williams joins UBS AM as Head of Wholesale....

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Funds management

BNY Mellon investment manager, Newton IM has today announced a new chief investment officer position to enhance governance for the company....

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Awards

UBS Asset Management won Money Management Overall Fund Manager of the Year in 2002 and 2003. Now, Bryce Doherty believes the superannuation system holds significant oppor...

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People & Products

Northern Trust has acquired the Luxembourg and Swiss fund administration servicing units of UBS Asset Management....

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Superannuation

Advisers and super funds must strive to change members’ thinking about their super as a balance in an account to an income stream that would provide for their retirement....

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People & Products

UBS Asset Management and CBRE Clarion Securities have launched a new infrastructure securities fund to the market....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 16 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 17 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 16 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago